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IRS Form 14157

Use a Irs Form 14157 template to make your document workflow more streamlined.

What IRS Form 14157 does

IRS Form 14157 is the IRS complaint form for reporting suspected misconduct or improper practices by a tax return preparer or tax professional. A filer identifies the preparer or firm, describes the conduct, supplies relevant taxpayer and return information, and explains why the activity may violate tax rules or professional obligations. The form is submitted to the IRS using the instructions on the current form. signNow can help complete the PDF, capture an electronic signature where appropriate, and preserve the signed copy with an audit trail, but it does not replace IRS review or submission requirements.

Who uses IRS Form 14157

  • Taxpayers use IRS Form 14157 to report suspected misconduct, false returns, abusive tax-preparation practices, or other improper conduct by a tax return preparer or tax professional. signNow helps organize the completed complaint for review and signature before submission through the required IRS process.
  • Businesses and advisers may prepare IRS Form 14157 when documenting concerns about a preparer’s conduct, including altered return information, misleading advice, or unauthorized disclosure of taxpayer information. A controlled signNow workflow preserves the signed form and its audit history for internal records.

Key parts of IRS Form 14157

IRS Form 14157 combines preparer identification, factual allegations, affected return information, supporting records, and the filer’s signed certification.

Preparer identification

The form identifies the tax return preparer or tax professional whose conduct is being reported, helping the IRS connect the complaint to the relevant individual or firm.

Conduct narrative

Specific descriptions of suspected misconduct give the IRS factual context instead of relying on a general statement of dissatisfaction or disagreement.

Return information

Taxpayer and return details connect the complaint to the affected filing while helping the filer explain the practical impact of the reported conduct.

Supporting evidence

Supporting documentation can clarify the complaint, provided attachments are relevant, accurate, and handled with appropriate protection for taxpayer information.

Signer confirmation

A signature confirms the filer’s submission of the information and supports a documented record of who completed the complaint.

IRS review

The form directs concerns about tax professionals to the IRS, which determines whether further review or action is appropriate.

How to complete IRS Form 14157

Use the current IRS form, verify every identifying detail, and keep the signed record separate from the IRS submission process.

  • Upload form:

    Upload the current IRS Form 14157 PDF.
  • Complete details:

    Review detected fields and enter accurate preparer details.
  • Add signature:

    Add the required signer and signature field.
  • Send securely:

    Send the completed form for electronic signing.
  • Preserve and submit:

    Download the signed copy and follow IRS submission instructions.
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Ways to review and sign the form

  1. Use the signNow web app when reviewing the full IRS Form 14157 PDF, entering preparer information, and checking supporting attachments on a larger screen.
  2. Use the signNow mobile app when a filer must review or sign the completed IRS Form 14157 away from a desktop, subject to secure device controls.
  3. Use kiosk mode only for supervised, in-person signing workflows where the organization controls the device and verifies the intended signer before completion.
  4. Use a shareable signing link when a known signer needs access without an account, while restricting distribution and confirming the recipient before sending.

Platform requirements for the form

IRS Form 14157 can be prepared in signNow through supported web browsers on Windows or macOS, with mobile access available through iOS and Android applications. Use a current browser, a reliable internet connection, and a device that can display the full PDF and supporting records.

  • Browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile access iOS and Android mobile apps

Organizations handling taxpayer information should use managed devices, role-based access, and controlled download permissions. API, SSO, and retention choices should match the organization’s security policy and the IRS submission process. Platform access does not determine whether the IRS accepts the completed complaint.

Recommended setup for IRS Form 14157

Configure a controlled workflow for preparing, signing, exporting, and securely retaining the complaint record before following IRS delivery instructions.

SettingRecommendation
Authentication methodEmail verification for named signers
Signature typeElectronic signature with signer intent
Audit trailCapture timestamps and completion history
Document retentionRetain under applicable IRS record policy
EncryptionTLS in transit and AES-256 at rest

Security for IRS Form 14157 records

Data in transit:

TLS 1.2/1.3 encryption

Data at rest:

AES-256 encryption

Service controls:

SOC 2 Type II certification

Security management:

ISO 27001 certification

U.S. eSignatures:

ESIGN and UETA compliance

Protected health data:

HIPAA compliance with BAA

How the audit trail preserves evidence

A signNow audit trail records the signing event separately from the IRS’s review, submission, and investigation process.

01

Signer authentication:

Email authentication links the signing event to the intended recipient.
02

Timestamp capture:

The audit trail records when each action occurred.
03

Document hashing:

The completed PDF receives a document integrity record.
04

Tamper sealing:

Completed actions are preserved against later alteration.
05

Completion certificate:

The certificate records signer activity and document history.
06

Audit export:

Authorized users can retrieve or export the audit record.

Best practices for IRS Form 14157

Accuracy, factual detail, controlled disclosure, and separate confirmation of IRS submission requirements make this complaint record easier to manage.

Verify every identifying detail

Use the current IRS Form 14157 and compare the preparer’s name, firm details, taxpayer information, and return references against source records before signing. Do not replace specific facts with broad accusations; identify what happened, when it happened, and which return or transaction was affected.

Describe conduct factually

Describe suspected misconduct in chronological terms and distinguish firsthand facts from information supplied by another person. Attach only relevant supporting records, redact unnecessary sensitive information, and retain an unaltered copy of everything provided to the IRS.

Confirm electronic consent

Confirm the signer’s authority and intent before sending the completed form through signNow. For consumer-facing electronic records, review the ESIGN Act consent and access requirements in 15 U.S.C. §7001(c) when applicable.

Separate signing from submission

Export the completed PDF and signNow audit trail, then store them in a restricted location with access limited to the people handling the complaint. Follow the IRS submission instructions rather than treating electronic signing as electronic filing.

Challenges when preparing the form

  • Confusing a complaint about a tax preparer with a taxpayer disagreement can produce an incomplete or misdirected IRS Form 14157 submission.
  • Leaving out the preparer’s identifying information, return details, or a clear description of suspected conduct can make the complaint harder to evaluate.
  • Attaching unsupported accusations instead of specific facts, dates, documents, and affected returns can weaken the factual basis of the complaint.
  • Signing the form electronically without confirming IRS acceptance and submission instructions can leave the complaint signed but not properly delivered.

IRS Form 14157 troubleshooting

These answers address signing, field completion, submission, plan selection, and protection of information specific to an IRS Form 14157 workflow.

IRS Form 14157 asks for preparer details I do not have. Complete every field you can support with records, explain missing information clearly, and avoid guessing. signNow can route the document for review, but the IRS decides whether the available information is sufficient for investigation.

The form may be signed electronically when the signer demonstrates intent and the record can be retained and reproduced under ESIGN and applicable state law. signNow Business includes legally binding eSignatures and audit trails; confirm the IRS’s current submission instructions before relying on electronic delivery.

A signature in signNow does not itself submit IRS Form 14157. Download the completed PDF, export its audit trail, and follow the current IRS instructions for sending the complaint and supporting material. Keep evidence of the completed signing event with the retained copy.

If the PDF is not detected correctly, upload the current form again and inspect every detected field before entering data. Add fields manually where needed, then compare the final PDF with the IRS source form so no preparer or return information is omitted.

Business plans include audit trails, templates, and mobile apps. Business Premium adds bulk send, while Enterprise adds advanced signer authentication. For one IRS Form 14157, select the plan based on workflow controls rather than assuming bulk-send features are necessary.

Protect taxpayer information by limiting recipients, using authenticated access where appropriate, and avoiding unnecessary attachments. signNow is HIPAA compliant with a BAA for protected health information, but that status does not authorize disclosure of unrelated IRS Form 14157 data.

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